Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 39.24% |
$11.8M - $12M
|
843K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.2K+ 12.09% |
$2.79M - $2.84M
|
521K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.2K+ 15.67% |
$2.1M - $2.13M
|
312K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.9K+ 12.83% |
$2.08M - $2.11M
|
368K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.9K+ 11.44% |
$1.98M - $2.01M
|
389K
$19.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33.1KNew |
$1.65M - $1.67M
|
33.1K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
31.3K+ 8.36% |
$1.56M - $1.58M
|
406K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.7KNew |
$1.48M - $1.5M
|
29.7K
$1.48M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.3KNew |
$1.31M - $1.33M
|
26.3K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
24.9KNew |
$1.24M - $1.26M
|
24.9K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.9KNew |
$1.24M - $1.26M
|
24.9K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24K+ 9.18% |
$1.19M - $1.21M
|
285K
$14.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$1.12M - $1.14M
|
22.5K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
22.1K+ 201.14% |
$1.1M - $1.12M
|
33.1K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
21.1K+ 47.58% |
$1.05M - $1.06M
|
65.4K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
18.6K+ 78.15% |
$924K - $939K
|
42.4K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$867K - $881K
|
17.5K
$870K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15KNew |
$745K - $758K
|
15K
$748K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.6K+ 100.0% |
$724K - $736K
|
29.2K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.84K+ 4.22% |
$489K - $497K
|
243K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.58KNew |
$476K - $484K
|
9.58K
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 51.21% |
$403K - $409K
|
23.9K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.7KNew |
$383K - $389K
|
7.7K
$384K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.3K+ 64.64% |
$362K - $368K
|
18.6K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.28K+ 84.93% |
$362K - $368K
|
15.9K
$791K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.06K+ 15.36% |
$351K - $356K
|
53K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7K+ 809.66% |
$333K - $339K
|
7.53K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.41KNew |
$318K - $323K
|
6.41K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.4KNew |
$318K - $323K
|
6.4K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.3K+ 11.95% |
$313K - $318K
|
59K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.06KNew |
$301K - $306K
|
6.06K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.69K+ 29.12% |
$283K - $287K
|
25.2K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.39KNew |
$268K - $272K
|
5.39K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$202K - $205K
|
4.06K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.03K+ 57.08% |
$200K - $203K
|
11.1K
$552K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.01KNew |
$199K - $203K
|
4.01K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 19.83% |
$196K - $199K
|
23.8K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57K+ 27.57% |
$177K - $180K
|
16.5K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.37K+ 3.27% |
$167K - $170K
|
106K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.27K+ 1.38% |
$162K - $165K
|
240K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23K+ 29.49% |
$160K - $163K
|
14.2K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.15K+ 3.53% |
$156K - $159K
|
92.4K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.75K+ 83.81% |
$137K - $139K
|
6.04K
$301K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.58K+ 3.34% |
$128K - $130K
|
79.8K
$3.98M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 71.43% |
$124K - $126K
|
6K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.42K+ 2.88% |
$120K - $122K
|
86.6K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.16KNew |
$107K - $109K
|
2.16K
$108K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.13K+ 9.06% |
$106K - $107K
|
25.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 4.56% |
$99.9K - $102K
|
46.1K
$2.3M
|